Compare Stocks › DDOG vs QCOM
Datadog, Inc. (DDOG) vs QUALCOMM Incorporated (QCOM)
DDOG
Datadog, Inc.
$129.94
VS
QCOM
QUALCOMM Incorporated
$131.28
Rewards
DDOG
- ★Gross margin of 80.0% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Free cash flow has grown at a 37.3% CAGR over the past 4 years, demonstrating strong earnings power growth.
- ★Each dollar of retained earnings has created $71.99 of market value — management is an exceptional capital allocator.
QCOM
- ★QUALCOMM Incorporated has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
- ★QUALCOMM Incorporated scores 73/100 on the Economic Moat Score (Wide Moat), with reinvestment efficiency as the strongest competitive dimension.
- ★Free cash flow has grown at a 23.3% CAGR over the past 4 years, demonstrating strong earnings power growth.
Risks
DDOG
- ⚠FCF yield of 1.9% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
- ⚠16 insider sales totaling $71.9M with no purchases in the past 3 months — insiders are reducing their exposure.
QCOM
- ⚠FCF yield of 7.4% suggests reasonable valuation assuming continued moderate growth.
- ⚠Trailing P/E of 26.5x is 28% above the historical average of 20.7x — the stock trades at a premium to its own history.
- ⚠18 insider sales with no purchases over the past 12 months — a persistent pattern of insider selling.
Key Valuation Metrics
Learn more →DDOG
QCOM
Valuation
$879.65M
Free Cash Flow
$10.42B
1.91%
FCF Yield
7.43%
419.16
Trailing P/E
26.47
49.14
Forward P/E
11.77
Quality & Moat
0.54%
ROIC
25.70%
2.89%
ROE
24.02%
79.98%
Gross Margin
55.10%
N/A
PEG Ratio
N/A
Balance Sheet Safety
0.34
Debt / Equity
0.64
N/A
Interest Coverage
N/A
-424.47
Net Debt / EBITDA
0.22
N/A
Dividend Yield
2.71%
DDOG: 3Ties: 1QCOM: 6
DDOGQCOM
Historical Fundamentals
Learn more →DDOG
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
QCOM
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →DDOG
$71.99
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$340.1M
Δ Market Cap
+$24.48B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
QCOM
$5.06
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$11.96B
Δ Market Cap
+$60.46B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
Learn more →DDOG
442.2% Overvalued
Price is 442.2% above estimated fair value
Current Price: $129.94
Strongly undervalued
Strongly overvalued
Fair Value: $23.96
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
QCOM
71.3% Overvalued
Price is 71.3% above estimated fair value
Current Price: $131.28
Strongly undervalued
Fairly valued
Strongly overvalued
Fair Value: $76.62
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →DDOG
What growth rate is the market pricing in at $130?
+50.5%
Market-Implied Owner Earnings Growth
Standard FCF implies +19.8%
The market implies +50.5% Owner Earnings growth, roughly in line with history — reasonably priced.
Standard FCF implies +19.8%, reflecting ongoing growth investment.
QCOM
What growth rate is the market pricing in at $131?
+11.2%
Market-Implied Owner Earnings Growth
Standard FCF implies +2.6%
The market implies +11.2% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +2.6%, reflecting heavy growth investment.
Economic Moat Score
Learn more →DDOG
49/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with revenue predictability as the key competitive advantage. Improving margin stability would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 5 years of fundamental data.
QCOM
73/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None
Wide moat driven primarily by reinvestment efficiency. Revenue Predictability is the area most vulnerable to competitive pressure.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
Forensic Accounting
Learn more →DDOG
-2.63
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
QCOM
-3.16
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
Learn more →DDOG
Insiders 0.7%Institutions 91.1%Retail & Other 8.3%
No. of Institutional Holders1,526
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
QCOM
Insiders 0.1%Institutions 81.6%Retail & Other 18.2%
No. of Institutional Holders3,852
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
Learn more →DDOG
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
QCOM
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →DDOG
16
Sells (3M)
69
Sells (12M)
Total value (12M): $298.87M
POMEL OLIVIER
Chief Executive Officer
$5.38M
@ $126.80 · 2026-03-16
WALTERS SEAN MICHAEL
Officer
$2.81M
@ $125.68 · 2026-03-11
LE-QUOC ALEXIS T
Chief Technology Officer
$6.77M
@ $125.49 · 2026-03-10
BLITZER ADAM
Chief Operating Officer
$7.23M
@ $110.39 · 2026-03-03
OBSTLER DAVID M
Chief Financial Officer
$4.43M
@ $110.54 · 2026-03-02
GALLOREESE DAVID
Officer
$1.18M
@ $110.54 · 2026-03-02
LI YANBING
Officer
$2.54M
@ $110.54 · 2026-03-02
POMEL OLIVIER
Chief Executive Officer
$7.62M
@ $110.54 · 2026-03-02
LE-QUOC ALEXIS T
Chief Technology Officer
$5.92M
@ $110.54 · 2026-03-02
ACOCELLA KERRY
General Counsel
$1.95M
@ $110.54 · 2026-03-02
WALTERS SEAN MICHAEL
Officer
$3.55M
@ $110.54 · 2026-03-02
LE-QUOC ALEXIS T
Chief Technology Officer
$2.27M
@ $104.88 · 2026-02-23
LE-QUOC ALEXIS T
Chief Technology Officer
$5.47M
@ $126.79 · 2026-02-11
LE-QUOC ALEXIS T
Chief Technology Officer
$4.57M
@ $140.99 · 2026-01-28
LE-QUOC ALEXIS T
Chief Technology Officer
$5.77M
@ $133.93 · 2026-01-05
LE-QUOC ALEXIS T
Chief Technology Officer
$4.47M
@ $137.85 · 2025-12-29
POMEL OLIVIER
Chief Executive Officer
$1.54M
@ $137.93 · 2025-12-17
WALTERS SEAN MICHAEL
Officer
$1.47M
@ $149.84 · 2025-12-11
LE-QUOC ALEXIS T
Chief Technology Officer
$8.31M
@ $154.05 · 2025-12-08
LE-QUOC ALEXIS T
Chief Technology Officer
$8.31M
@ $154.05 · 2025-12-08
ACOCELLA KERRY
General Counsel
$596,035
@ $151.35 · 2025-12-05
POMEL OLIVIER
Chief Executive Officer
$7.51M
@ $155.89 · 2025-12-03
BLITZER ADAM
Chief Operating Officer
$2.59M
@ $156.66 · 2025-12-03
OBSTLER DAVID M
Chief Financial Officer
$1.98M
@ $158.60 · 2025-12-02
GALLOREESE DAVID
Officer
$405,061
@ $158.60 · 2025-12-02
LI YANBING
Officer
$1.06M
@ $158.60 · 2025-12-02
LE-QUOC ALEXIS T
Chief Technology Officer
$2.18M
@ $158.60 · 2025-12-02
ACOCELLA KERRY
General Counsel
$795,847
@ $158.60 · 2025-12-02
WALTERS SEAN MICHAEL
Officer
$1.67M
@ $158.60 · 2025-12-02
LE-QUOC ALEXIS T
Chief Technology Officer
$6.85M
@ $158.49 · 2025-11-24
POMEL OLIVIER
Chief Executive Officer
$18.25M
@ $181.18 · 2025-11-17
LE-QUOC ALEXIS T
Chief Technology Officer
$10.67M
@ $197.99 · 2025-11-11
POMEL OLIVIER
Chief Executive Officer
$10.27M
@ $163.90 · 2025-11-03
POMEL OLIVIER
Chief Executive Officer
$1.73M
@ $154.35 · 2025-10-22
POMEL OLIVIER
Chief Executive Officer
$19.86M
@ $162.17 · 2025-10-09
LE-QUOC ALEXIS T
Chief Technology Officer
$6.26M
@ $150.94 · 2025-10-01
WALTERS SEAN MICHAEL
Officer
$438,725
@ $150.04 · 2025-10-01
POMEL OLIVIER
Chief Executive Officer
$1.54M
@ $137.94 · 2025-09-23
WALTERS SEAN MICHAEL
Officer
$952,344
@ $139.62 · 2025-09-11
POMEL OLIVIER
Chief Executive Officer
$4.47M
@ $135.74 · 2025-09-08
ACOCELLA KERRY
General Counsel
$533,219
@ $134.72 · 2025-09-05
BLITZER ADAM
Chief Operating Officer
$2.20M
@ $133.02 · 2025-09-03
OBSTLER DAVID M
Chief Financial Officer
$1.69M
@ $133.85 · 2025-09-02
GALLOREESE DAVID
Officer
$344,923
@ $133.85 · 2025-09-02
LE-QUOC ALEXIS T
Chief Technology Officer
$7.41M
@ $133.83 · 2025-09-02
LI YANBING
Officer
$3.35M
@ $133.85 · 2025-09-02
POMEL OLIVIER
Chief Executive Officer
$2.06M
@ $133.85 · 2025-09-02
ACOCELLA KERRY
General Counsel
$2.50M
@ $138.22 · 2025-09-02
WALTERS SEAN MICHAEL
Officer
$1.42M
@ $133.85 · 2025-09-02
POMEL OLIVIER
Chief Executive Officer
$1.46M
@ $130.00 · 2025-08-27
POMEL OLIVIER
Chief Executive Officer
$4.29M
@ $130.38 · 2025-08-11
COLE TITILOPE
Director
$301,864
@ $136.59 · 2025-08-08
LE-QUOC ALEXIS T
Chief Technology Officer
$5.58M
@ $134.47 · 2025-08-05
POMEL OLIVIER
Chief Executive Officer
$1.69M
@ $150.82 · 2025-07-28
LE-QUOC ALEXIS T
Chief Technology Officer
$5.78M
@ $139.27 · 2025-07-14
POMEL OLIVIER
Chief Executive Officer
$4.81M
@ $146.05 · 2025-07-08
OBSTLER DAVID M
Chief Financial Officer
$2.21M
@ $147.43 · 2025-07-03
WALTERS SEAN MICHAEL
Officer
$1.42M
@ $150.00 · 2025-07-03
OBSTLER DAVID M
Chief Financial Officer
$2.03M
@ $135.25 · 2025-06-30
AGARWAL AMIT
Director
$3.02M
@ $130.87 · 2025-06-25
POMEL OLIVIER
Chief Executive Officer
$13.29M
@ $131.88 · 2025-06-25
OBSTLER DAVID M
Chief Financial Officer
$1.95M
@ $130.25 · 2025-06-18
OBSTLER DAVID M
Chief Financial Officer
$2.50M
@ $125.25 · 2025-06-17
WALTERS SEAN MICHAEL
Officer
$1.18M
@ $125.00 · 2025-06-17
AGARWAL AMIT
Director
$2.99M
@ $119.46 · 2025-06-11
WALTERS SEAN MICHAEL
Officer
$498,268
@ $119.49 · 2025-06-11
POMEL OLIVIER
Chief Executive Officer
$13.07M
@ $121.71 · 2025-06-09
OBSTLER DAVID M
Chief Financial Officer
$2.40M
@ $120.25 · 2025-06-04
LE-QUOC ALEXIS T
Chief Technology Officer
$15.25M
@ $119.96 · 2025-06-04
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
QCOM
3
Sells (3M)
18
Sells (12M)
Total value (12M): $12.83M
PALKHIWALA AKASH J
Chief Operating Officer
$330,815
@ $132.33 · 2026-03-12
PALKHIWALA AKASH J
Chief Operating Officer
$458,799
@ $137.65 · 2026-02-06
PALKHIWALA AKASH J
Chief Operating Officer
$577,620
@ $173.30 · 2026-01-02
PALKHIWALA AKASH J
Chief Operating Officer
$2.20M
@ $175.29 · 2025-12-19
ROGERS ALEXANDER H
Officer
$2.83M
@ $178.01 · 2025-12-16
CHAPLIN ANN C
General Counsel
$1.28M
@ $178.03 · 2025-12-16
PALKHIWALA AKASH J
Chief Operating Officer
$567,702
@ $170.33 · 2025-11-07
PALKHIWALA AKASH J
Chief Operating Officer
$1.38M
@ $166.06 · 2025-10-20
PALKHIWALA AKASH J
Chief Operating Officer
$522,808
@ $156.86 · 2025-09-02
MARTIN NEIL A
Officer
$122,463
@ $154.82 · 2025-08-21
PALKHIWALA AKASH J
Chief Operating Officer
$493,610
@ $148.10 · 2025-08-04
PALKHIWALA AKASH J
Chief Operating Officer
$537,560
@ $161.28 · 2025-07-02
PALKHIWALA AKASH J
Chief Operating Officer
$486,965
@ $146.10 · 2025-06-02
MARTIN NEIL A
Officer
$120,808
@ $153.70 · 2025-05-21
PALKHIWALA AKASH J
Chief Operating Officer
$465,846
@ $139.77 · 2025-05-05
PALKHIWALA AKASH J
Chief Operating Officer
$91,442
@ $141.11 · 2025-04-09
PALKHIWALA AKASH J
Chief Operating Officer
$119,900
@ $132.63 · 2025-04-08
PALKHIWALA AKASH J
Chief Operating Officer
$235,262
@ $132.10 · 2025-04-04
PALKHIWALA AKASH J
Chief Operating Officer
$523,292
@ $156.82 · 2025-03-03
MARTIN NEIL A
Officer
$130,074
@ $174.83 · 2025-02-21
PALKHIWALA AKASH J
Chief Operating Officer
$509,397
@ $169.80 · 2025-02-12
ROGERS ALEXANDER H
Officer
$3.28M
@ $169.83 · 2025-02-10
PALKHIWALA AKASH J
Chief Operating Officer
$463,851
@ $154.62 · 2025-01-02
CHAPLIN ANN C
General Counsel
$409,056
@ $158.12 · 2024-12-16
ROGERS ALEXANDER H
Officer
$1.67M
@ $160.59 · 2024-12-10
CHAPLIN ANN C
General Counsel
$1.24M
@ $160.59 · 2024-12-10
PALKHIWALA AKASH J
Chief Operating Officer
$484,617
@ $161.54 · 2024-12-05
MARTIN NEIL A
Officer
$202,120
@ $155.00 · 2024-11-21
PALKHIWALA AKASH J
Chief Operating Officer
$491,349
@ $163.78 · 2024-11-14
THOMPSON JAMES H.
Chief Technology Officer
$1.38M
@ $172.09 · 2024-11-08
CHAPLIN ANN C
General Counsel
$313,779
@ $165.06 · 2024-11-04
ROGERS ALEXANDER H
Officer
$539,157
@ $166.15 · 2024-10-02
THOMPSON JAMES H.
Chief Technology Officer
$1.36M
@ $169.80 · 2024-10-01
PALKHIWALA AKASH J
Chief Operating Officer
$497,848
@ $165.95 · 2024-10-01
MARTIN NEIL A
Officer
$126,224
@ $163.08 · 2024-09-05
THOMPSON JAMES H.
Chief Technology Officer
$1.37M
@ $171.72 · 2024-09-03
PALKHIWALA AKASH J
Chief Operating Officer
$497,980
@ $165.99 · 2024-09-03
PALKHIWALA AKASH J
Chief Operating Officer
$488,662
@ $162.89 · 2024-08-08
THOMPSON JAMES H.
Chief Technology Officer
$1.28M
@ $160.50 · 2024-08-02
PALKHIWALA AKASH J
Chief Operating Officer
$616,815
@ $205.60 · 2024-07-05
THOMPSON JAMES H.
Chief Technology Officer
$1.60M
@ $199.47 · 2024-07-01
THOMPSON JAMES H.
Chief Technology Officer
$1.68M
@ $209.61 · 2024-06-03
PALKHIWALA AKASH J
Chief Operating Officer
$617,299
@ $205.77 · 2024-06-03
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
Learn more →DDOG
😐Neutral(46/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
QCOM
😨Fear(30/100)
"Market is pessimistic — investigate whether fears are temporary or structural"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
Learn more →DDOG
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (46)
QCOM
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Fear (30)